Archived
Can the executor (daughter) of my partners will claim money in an account he has added me to. He is primary account holder.
James's answer
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Answered on November 27, 2018
I agree with Ms. Todd. There is a huge difference in effect between being a joint owner and/or an authorized user and/or a beneficiary of an...
Archived
Father's Unclaimed retirement . Only child, no probate.
James's answer
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Answered on November 27, 2018
More information is needed, as stated by my colleagues. In addition to the questions they stated, it is important to know how much money is...
Archived
II need some legal advice on what to do if someone tries to Sue me civilly?
James's answer
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Answered on November 27, 2018
Sounds very sketchy and speculative. You are not responsible for other people's unlawful actions. If they are saying YOU stole it, where is the...
If my home is in my trust and I am the trustee do I have to put the trust on the home owners insurance policy?
James's answer
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Answered on November 27, 2018
Yes. You should name the Trust as an additional insured party on your policy.
My mom passed away and now My stepdad is trying to evict me, he says I have nothing coming from the Life insurance,
James's answer
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Answered on November 27, 2018
I agree with my colleagues. You are in a very tough position. Absent a Will or Trust that provides otherwise or at least an asset that designates...
Archived
Who controls the trust if the successor trustee resigns, the P.O.A.?
James's answer
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Answered on November 27, 2018
You could only do this if the trust and the POA allow it, which is somewhat unusual. More likely, the next successor trustee named in the trust...
Archived
My eldest sister wants to sell our house that was left to my sister & I . I don't want to sell what are my rights?
James's answer
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Answered on November 26, 2018
If you are not on the deed, then you likely have NO rights, other than you probably need to receive notice before she evicts you. What your credit...
Archived
Parent passed and left a will stating house to be sold and proceeds distributed to family. Current spouse sold house and
James's answer
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Answered on November 26, 2018
I agree with my colleagues. The first step is to obtain a copy of the last recorded deed for the property. My strong suspicion is that the property...
When can I expect my inheritance after signing the receipt for final distribution?
James's answer
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Answered on November 26, 2018
Once you get to the point in the administration when the receipt forms are sent out, the distribution should be VERY quick. There should be no...
Archived
I'm 71 my fiancé' is 73 how can I have his last name for usage only (labels/social contact) + keep financial matters separate?
James's answer
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Answered on November 25, 2018
This question appears under Estate Planning. I would suggest to you that there is no real problem calling yourselves whatever you want to, for...
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